- Buy or Sell a Practice, Financial Independence, Financial Planning
- Financial Planning
- Financial Organization
- Financial Planning
A case study: implementing a cash balance plan in an optometry practice
As we discussed during this episode of 20/20 Money, Charlie Steingas with Cash Balance Actuaries ran through a cash balance…
Acknowledge and Remember the Feeling
While working on my own financial plan over the holiday weekend, I was reminded about the “why” we implement solutions…
What’s wrong with the planning profession
During a recent conversation with a new prospective client of our firm Integrated Planning & Wealth Management, the individual shared a…
Action items to take during volatile markets
Unless you don’t watch the news, open the newspaper (if you still get one in print), get online, or check…
The Value of Advice
I recently had the opportunity and privilege of sitting down with fellow CFP® and good friend Justin Castelli to “talk…
